See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,121 | $104,974-95.1% | $95,585-94.6% | $142,382-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.25% | 210.33%-189.1pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $775 | $2,779-72.1% | $2,527-69.3% | $4,299-82.0% |
| Participant deferral / active EE | $1,026 | $4,352-76.4% | $4,023-74.5% | $6,507-84.2% |
| Admin fee / account holder | $43 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |